Wealth Management Coach, LLC and Fidelity Investments, LLC

At Wealth Management Coach, LLC, we manage all of our client's assets on a non-discretionary basis. Our clients have complete control of their assets at all time. Wealth Management Coach, LLC does not take custody of our client's assets. We recommend that our clients hold their accounts at Fidelity Investments, LLC, a brokerage with offices throughout the United States. Accounts at Fidelity Investments are held in the names of our clients, who remain in complete control of their assets.

Fidelity Investments, LLC provides many investment related services that are vital to investors. This includes providing monthly account statements, end of year tax statements, gain-loss reports, internet account access, and money market checkbooks. Wealth Management Coach, LLC works with Fidelity's Institutional (not retail) representatives which permits us to offer our clients access to wholesale and institutional rates and other benefits. Wealth Management Coach, LLC and its advisors do not receive compensation of any kind from Fidelity Investments, LLC.

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You can also learn more about Fidelity Investments, LLC by visiting https://www.fidelity.com/